International Assets Investment Management LLC Increases Stake in Vanguard ESG US Stock ETF

International Assets Investment Management LLC has significantly increased its holdings in the Vanguard ESG US Stock ETF (BATS:ESGV). According to the latest 13F filing with the Securities and Exchange Commission, the firm raised its stake by an astonishing 67,170.1% during the third quarter of the year. After this massive acquisition, International Assets now owns a total of 155,394 shares of the ETF, having purchased an additional 155,163 shares during this period. As of the most recent SEC filing, the value of International Assets' holdings in the Vanguard ESG US Stock ETF stood at approximately $15,796,000.

A number of other institutional investors have also adjusted their positions in the Vanguard ESG US Stock ETF recently. For instance, GPS Wealth Strategies Group LLC expanded its stake by 112.7% in the second quarter, bringing its total to 319 shares, valued at $31,000 after adding 169 shares. Similarly, Chilton Capital Management LLC entered into a new position in the ETF during the same quarter, with a stake valued at around $39,000. Atlantic Edge Private Wealth Management LLC increased its holdings by 43.0% in the second quarter and now has a total of 665 shares valued at about $64,000 after acquiring an additional 200 shares. Furthermore, O'Shaughnessy Asset Management LLC boosted its holdings by a striking 312.8% in the first quarter, accumulating 805 shares worth $75,000 after acquiring 610 more shares. Lastly, Archer Investment Corp took an initial position in the ETF during the second quarter, valued at roughly $79,000.

Vanguard ESG US Stock ETF Overview

The Vanguard ESG US Stock ETF is an exchange-traded fund that tracks the FTSE USA All Cap Choice Index, which includes a wide array of US companies that meet specific environmental, social, and governance (ESG) criteria. Launched on September 18, 2018, it is managed by Vanguard, a well-known investment management company.

Stock Performance Summary

As of the latest trading day, shares of the Vanguard ESG US Stock ETF opened at $103.34. The stock has a 50-day moving average of $100.53 and a 200-day moving average of $96.69. With a market capitalization of $9.35 billion, the ETF has a price-to-earnings (P/E) ratio of 26.02 and a beta of 1.10, indicating its price movement in relation to the market.

Vanguard, ESG, ETF